First Pitch Planning and Tax LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$0
About
First Pitch Planning and Tax LLC is a single-advisor registered investment adviser that provides financial planning, tax planning, and financial coaching to individual clients, with an emphasis on younger and lower-to-medium net worth households. Services are delivered through consultations and scoped engagements covering cash flow, tax planning, education funding, retirement planning, and related financial organization tasks; the firm does not sell commissioned insurance or annuity products.
The firm emphasizes teaching clients to become self-directed investors, using MoneyGuide Pro to assess risk tolerance and develop recommended asset allocations and financial plans. First Pitch does not take custody of client assets or discretionary trading authority, and it delivers advice via fee-based, hourly, and subscription arrangements rather than charging percentage-of-assets fees.
Distinctive features include operation by a credentialed accountant (CPA) who integrates tax considerations into the planning process, an arrangement that is less common among independent solo advisers. The firm explicitly positions itself as an alternative to AUM-based planners, limits outside compensation and product sales, and offers modular, lower-cost planning options with no required minimum net worth.
Client services
Financial planning
Expertise
Roth conversion strategy
General tax planning
College savings (529s, UTMA, etc.)
Demographic focus
Young Professionals
Fee options
Full financial plans at $1,200; focused and mini-plans for $450 or less; monthly subscription plans available
$100 per hour for mini-plans, focused plans, and special circumstances
Fee-only: Full financial plans priced at $1,200; monthly subscription plans available; focused or mini-plans for $450 or less; hourly fee of $100 per hour
Main office location
First Pitch Planning and Tax LLC
Roswell GA, United States
Number of offices
1
Most active in
First Pitch Planning and Tax LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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